VP - Research Analyst (US)

Vice President - Research Analyst

The Vice President - Research Analyst is responsible for researching and analyzing companies and generating investment ideas. The Vice President - Research Analyst researches companies across an assigned capitalization, industry and / or geographical spectrum. The Vice President - Research Analyst works within the framework of the equity strategies, which are based on a free cash flow methodology that blends fundamental and quantitative insights.

Depth & Scope :

• Researches, analyzes, and recommends investment ideas for inclusion in Epochs strategies
• While the primary focus will be to the strategy, sector and / or geography to which they are assigned, the analyst also contributes ideas, as appropriate, to the firms other strategies
• Generates and researches investment candidates based on the analysts experience and expertise
• The analyst also researches investment candidates as directed by the portfolio manager and / or generated by the firms quantitative and screening processes
• Contributes to the firms broader research efforts by actively participating in investment research meetings, sharing knowledge, and collaborating with colleagues as necessary
• Contributes to and participates in marketing and client service activities including presentations, meetings, and calls with clients, prospects, and consultants

Education & Experience :

Preferred Qualifications :

Candidates without direct finance experience are encouraged to apply if they are actively pursuing the CFA designation.

Education :

Experience :

Technical Skills :

Soft Skills :

Customer Accountabilities :

Employee / Team Accountabilities :

Physical Requirements :

Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%;

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.